RLWM
RF&L Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.71M | Buy |
205,996
+680
| +0.3% | +$28.8K | 5.61% | 4 |
|
|
2025
Q1 | $8.46M | Sell |
205,316
-3,940
| -2% | -$162K | 6.05% | 4 |
|
|
2024
Q4 | $8.56M | Sell |
209,256
-2,525
| -1% | -$103K | 6.06% | 4 |
|
|
2024
Q3 | $8.83M | Sell |
211,781
-6,057
| -3% | -$253K | 6.25% | 4 |
|
|
2024
Q2 | $8.55M | Sell |
217,838
-7,825
| -3% | -$307K | 6.51% | 4 |
|
|
2024
Q1 | $9.23M | Sell |
225,663
-9,596
| -4% | -$392K | 7.11% | 3 |
|
|
2023
Q4 | $8.76M | Sell |
235,259
-2,405
| -1% | -$89.5K | 7.28% | 2 |
|
|
2023
Q3 | $8.09M | Sell |
237,664
-6,979
| -3% | -$237K | 7.51% | 2 |
|
|
2023
Q2 | $8.44M | Sell |
244,643
-3,320
| -1% | -$115K | 7.7% | 2 |
|
|
2023
Q1 | $8.3M | Sell |
247,963
-4,985
| -2% | -$167K | 8.05% | 2 |
|
|
2022
Q4 | $8.47M | Buy |
+252,948
| New | +$8.47M | 8.72% | 2 |
|